Add Dashboard component to the Home Page. Salesforce Classic: Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click ‘Edit’ and check the ‘Dashboard snapshot’ checkbox and click ‘Save’ button.
- Click Customize Page in the “Dashboard” section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
How do I change the default home page display for dashboard?
The generic home page will only display a “snapshot” that shows the top row of the dashboard. If you go to Personal Setup > My Personal Information > Change My Display > Home > Customize My Pages (button) > You’ll arrive at the settings for Dashboard Snapshot Component.
How do I add a dashboard snapshot to my home page?
If you go to Personal Setup > My Personal Information > Change My Display > Home > Customize My Pages (button) > You’ll arrive at the settings for Dashboard Snapshot Component. You can then select which Dashboard components you want to have displayed on your home page.
How to display dashboards on the Lightning Experience home page?
How to display Dashboards on the Lightning Experience Home Page?? From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. Click New to create a Lightning Home page, or edit an existing page. Drag and Drop the Report chart component to the Canvas and then select the report .
How do I refresh the data in my dashboard?
Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!
How do I pin a dashboard to my Home page in Salesforce?
0:171:27And drag it pop it up there. And then on the right hand side you’re going to choose which dashboardMoreAnd drag it pop it up there. And then on the right hand side you’re going to choose which dashboard you want to place on this page on your startup.
How do I customize my Salesforce Home page?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name. Select the components you’d like to include. Click Next to select the order you would like the components to appear on the page.
How do I change the display in Salesforce dashboard?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I show multiple dashboards on my Home page?
As a workaround customers can customize their Homepage by selecting a different dashboards to display on their Homepage via the following click path: Name > Setup > My Personal Information > Change My Display.
How do I display the dashboard on my home page?
1. Click Customize Page in the “Dashboard” section of the Home tab. 2. Select a dashboard to be the Home Page default.
What should I put on my Salesforce homepage?
You can customize the Salesforce Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard’s components.
How do I view dashboards in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user.
How do I change the homepage in Salesforce lightning?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do you display dashboard in lightning component?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. … Give your app page or home tab layout a label. … Choose a layout. … Drag and drop the Dashboard standard component into place.More items…
How many dashboards can be displayed in the home page at once Salesforce?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.
How do I add a dashboard to my lightning page?
Navigate to your home page or a record page for the object you want to edit. Go to the top cog icon and just click ‘Edit Page’. The App Builder is magic! Drag the component ‘Einstein Analytics Dashboard’ and select which active dashboard you want to display…it couldn’t be easier!
How do I add a report to Salesforce home page?
Add New Report Charts:On the left side, locate Report Chart in the list of components.Click and drag the component into a space in the page view in the center. … On the right, utilize the properties to select which report will be displayed and update the Label field.More items…